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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UR
126
USCA RIA
Texas
$346K
OCM
127
One Capital Management
California
$326K +$100K +2,000 +44%
LG
128
LaFleur & Godfrey
Michigan
$320K
AIM
129
Aspen Investment Management
Michigan
$316K
LNWWM
130
Laird Norton Wetherby Wealth Management
California
$286K +$287K +5,714 New
S
131
SignatureFD
Georgia
$265K +$266K +5,292 New
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$262K +$262K +5,222 New
PGA
133
Premia Global Advisors
Florida
$255K +$261K +5,196 New
FHA
134
Flagship Harbor Advisors
Massachusetts
$247K +$8.99K +179 +4%
ASN
135
Advisory Services Network
Georgia
$247K +$88.5K +1,762 +56%
OMC
136
Old Mission Capital
Illinois
$242K -$287K -5,712 -54%
APP
137
Avantax Planning Partners
Iowa
$241K +$241K +4,801 New
WAOTB
138
Wealth Advisors of Tampa Bay
Florida
$238K +$238K +4,732 New
NGA
139
Naples Global Advisors
Florida
$222K +$223K +4,437 New
PVWM
140
Point View Wealth Management
New Jersey
$217K +$217K +4,320 New
NA
141
Nottingham Advisors
New York
$216K
MFG
142
Merit Financial Group
Georgia
$213K +$179K +3,567 New
PA
143
Pinnacle Associates
New York
$208K
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$203K +$84K +1,673 +70%
PCG
145
Private Capital Group
Connecticut
$166K +$60.3K +1,200 New
GSC
146
G&S Capital
Colorado
$155K +$156K +3,100 New
IWP
147
Icon Wealth Partners
Texas
$152K +$152K +3,024 New
BEAM
148
Baker Ellis Asset Management
Washington
$150K +$151K +3,000 New
CMBA
149
C.M. Bidwell & Associates
Hawaii
$150K +$151K +3,000 New
GBBWRPM
150
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$136K +$135K +2,694 New